TOP 10 Financial life planning in Alexandria, Minnesota

New York Life, located at 1106 Broadway Street in Alexandria, Minnesota, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families through various life phases, New York Life offers expertise and guidance to create investment strategies and future financial plans. They also provide insurance solutions for employees, executives, business owners, and small businesses. Additionally, the institution is committed to giving back to the community through charitable initiatives and financial support for bereavement, education, and workplace programs.

Mid Minnesota Federal Credit Union in Alexandria, Minnesota, offers a range of financial services including ATM access, business lending, insurance services, and more. Located at 405 50th Avenue West, this institution provides convenient drive-up services, cash advances, coin counting, and debit card replacement. Customers can also take advantage of insurance services, money orders, mortgage services, and safe deposit boxes. Additionally, Mid Minnesota Retirement and Investment Services are available to help members plan for their financial future. With a focus on community and member ownership, Mid Minnesota Federal Credit Union is dedicated to helping its members thrive. Please note that the ATM at Lake Country Meats will no longer be available, but there are plenty of other locations, including the one at the Alexandria office, for your convenience. Visit Mid Minnesota Federal Credit Union today to experience a different kind of banking.

Kalina Financial Services is a reputable finance and insurance agency located at 1106 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance products, and more. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.

Joshua Tatge is a Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street, Alexandria, Minnesota, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joshua Tatge specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies.

Nathan Reiner - Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Nathan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure your plan stays on track as life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Nathan can help you secure a confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Nathan Reiner is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority at Ameriprise Financial Services, LLC. Referrals are appreciated, and your friends and family can expect to hear from Nathan soon to begin their financial planning journey.

Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Steidl holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Steidl's commitment to excellence and expertise in various areas of financial planning and wealth management. Whether you are looking for assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or other financial needs, Thomas Steidl is equipped to provide personalized guidance and support. Contact Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards achieving your financial goals.

Justin Thoennes is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Justin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Justin's expertise includes asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and comprehensive knowledge, Justin provides financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, tax planning, or asset allocation, Justin Thoennes is dedicated to helping you achieve your financial goals.

Victor J Benzinger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street, Alexandria, Minnesota, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a trusted advisor, Victor is committed to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, high net worth clients, and those with special needs. His goal is to help clients achieve their financial goals and secure their financial future.

Sam M Steidl is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Sam holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sam's expertise in various aspects of finance including wealth management, retirement planning, estate planning, investment management, and more. Sam is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future. Contact Sam M Steidl for personalized financial advice and guidance tailored to your specific needs and objectives.

Amy Christopherson - State Farm Insurance Agent is a top-rated insurance agency located at 218 3rd Avenue East, Alexandria, Minnesota. Our award-winning team ranks in the top 1% of all State Farm agencies nationwide, providing reliable protection for your Auto, Home, Business, and more. Serving areas across Minnesota, North Dakota, and South Dakota, we are known for our small-town customer service and have been voted the top Insurance Agency in the Lakes area for four consecutive years. Our team of professionals is dedicated to simplifying the insurance process and building lasting relationships with our clients. As a State Farm agent since 2004, I am committed to helping individuals and families plan for their future with personalized insurance coverage. Our team hosts community events, participates in volunteering, and is actively involved in organizations such as the Alexandria Lakes Area Chamber of Commerce. We offer free insurance quotes and personalized insurance plans to meet your unique needs.

Billmark's Lakes Area Insurance, Inc. is a trusted insurance agency located at 913 Broadway Street in Alexandria, Minnesota, United States. Specializing in home, business, health, and financial insurance, we have been serving the Alexandria Lakes area since 1989. Our independent agency offers personalized insurance plans to meet your specific needs, whether you are looking for homeowner's insurance, business insurance, or health insurance for your family. At Billmark's, we pride ourselves on providing exceptional customer service and reliable coverage. Contact us today for all your insurance needs.

Zimny Insurance Agency is a trusted health insurance agency located at 1103 Broadway Street in Alexandria, Minnesota. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents is dedicated to helping individuals and families find the right coverage to meet their needs. Whether you are looking for health insurance for yourself or your business, Zimny Insurance Agency is here to guide you through the process and ensure you have the protection you need. Contact us today to learn more about our services and how we can help you secure your health and financial well-being.

Gate City Bank, located at 1630 Broadway Street in Alexandria, Minnesota, is a leading financial institution offering a wide range of innovative products and services to meet your banking and finance needs. From checking accounts to retirement savings, our personalized solutions are designed for every stage of life. Our current promotions and exclusive offers make managing your finances easy and rewarding. Whether you're looking to purchase your dream home or upgrade your vehicle, we offer the best loan options with low rates. Our business banking services are tailored to meet your unique needs, providing you with the tools to succeed in the competitive market.

Northwestern Mutual is a reputable finance and insurance agency located at 503 22nd Avenue East in Alexandria, Minnesota, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. The institution is known for its commitment to providing personalized financial planning services and expert guidance to help clients secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to helping you navigate the complexities of the financial world with confidence.

Thrivent - Trinity Advisor Group, located at 2308 South Broadway Street in Alexandria, Minnesota, is a finance institution dedicated to guiding Christians towards a life of financial clarity and confidence. With over 70 years of combined experience, each financial advisor at Trinity Advisor Group represents a different generation, allowing for a diverse and comprehensive approach to financial planning. The institution focuses on three cornerstones: Taxation, providing unbiased advice, and establishing personal, meaningful, and achievable goals for clients. By following a disciplined process, clients have found that these principles help create a life of financial clarity. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Timothy Urness - Thrivent is a financial institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. They are licensed in multiple states including AZ, FL, IA, MN, NV, SD, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.